Stock And Mutual Fund Transfer Form printable pdf download

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INSTRUCTIONS FOR GIVING STOCK AND MUTUAL FUNDS

Use the following Letter of Authorization (LOA) to contribute publicly traded securities such as stock and mutual funds and

cash through your brokerage account. All contributions to your fund are irrevocable and are in most cases eligible for a tax

deduction.*

The Letter of Authorization (LOA) on the following page is for your convenience. Please contact your financial institution to

request their required procedures and forms and to provide them with the delivery instructions found below.

Please note that if you are sending physical stock certificates or stock held at a transfer agent, complete our Stock

Certificate or Transfer Agent Gifting Form available on our website.

If we may serve you in any way, please contact using one of the options provided at the bottom of this page.

*Individual circumstances vary. Please consult your tax advisor regarding your specific situations. Gifts from other tax exempt organizations are

not deductible.

STep 1: INITIATe The TRANSFeR WITh yOUR bROKeR

To transfer stocks or mutual funds that are being held electronically, please use the Letter of Authorization on the following page

and instructions below. Include the giver’s name and NCF Giving Fund number on all deliveries.

Deliver All DTC Eligible Securities to

Other Securities: Mutual Funds and other securities

DTC Clearing 0226,

may be delivered to one of the following accounts

National Financial Services, LLC

Fidelity

Acct# 479-048720

For the account of National Christian Charitable

Schwab

Acct# 6595-8708

Foundation Inc.

Merrill Lynch

Acct# 210-04116

Account Number 479-048720

TD Ameritrade Acct# 901694820

Note: Some financial institutions and mutual fund companies require the use of their own form or an additional letter of instruction.

If your mutual funds are held at a brokerage firm other than the ones listed, please check with your broker to see if the funds are

transferable. If they are not transferable, please contact us.

STep 2: NOTIFy NCF AbOUT yOUR TRANSFeR

Please send a copy of your Letter of Authorization to:

MAIL or OVERNIGHT DELIVERY

Fax

National Christian Foundation

888.672.7302

ATTN: Contribution Services

please note: email transmissions are

11625 Rainwater Drive, Suite 500

not secure

Alpharetta, GA 30009

Note: If we do not receive proper notification of a gift, it will be placed into an Endowment Fund at NCF until identified.

STep 3: CONFIRM yOUR TRANSFeR

Transfers must be initiated by your financial advisor or broker. Please confirm with your broker or advisor that your gift has

been transferred from your account to NCF’s account. Once received, it usually takes 3-5 business days for your transfer to

be liquidated, settled, and completely posted to your Fund.

PHONE

407 401 9414

FAX

407 210 8335

WEB

Stock And Mutual Fund Transfer Form

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